"According to third-party data, ChatGPT sees 75 billion searches per month, while Pinterest sees 80 billion searches and generates 1.7 billion monthly clicks, he said. "That makes us one of the largest search destinations in the world. And importantly, more than half of those searches are commercial in nature, compared to, I think . . .approximately 2% [of ChatGPT searches]," Ready added."
"Pinterest has long struggled to translate the high usage of its platform into ad dollars, as its users often go to Pinterest to plan and dream, not shop and buy. That challenge could become even more acute in the AI era, especially if advertisers shift their dollars to platforms where intent to buy is clearer - such as chatbot requests that ask for product recommendations."
Pinterest reports 80 billion monthly searches and 1.7 billion monthly clicks, compared with a third-party estimate of 75 billion searches per month for ChatGPT. Pinterest asserts that more than half of its searches are commercial in nature versus roughly 2% for ChatGPT. The company missed fourth-quarter revenue and EPS expectations, reporting $1.32 billion in revenue and $0.67 earnings per share, and forecasted weaker first-quarter 2026 sales. The company cited advertiser pullback, particularly in Europe, and a new furniture tariff as factors. Monthly active users rose 12% to 619 million and shares fell 20% after hours. High usage has not converted into proportional ad revenue, raising monetization concerns in the AI era.
Read at TechCrunch
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